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Metrics | Metric and Graph Types

Invoiced Totals
   by Law FirmGraph Types

CP - barchart

Bar

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Stacked Bar

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Line
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Bar (Multi-Series)

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Line (Multi-Series)

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Funnel
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Pie

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Table

 

 

Metrics Available for Graphing

Processing

Metric Name Level(s) Description Availability1

Processing Stages (GB)

Dashboard
Project

Size of data through processing (expanded), deduplication/Cull, promotion and production (production size represents native size of files produced - not deliverable size) See individual metric data points for dates
Processing Stages (Doc Count)

Count of document through processing (expanded), deduplication/Cull, promotion and production

See individual metric data points for dates
Processed Size (GB) - Compressed

Size of data received before expansion (opening ZIPs, extracting emails/attachments from PSTs). No Filtering, deduplication or searching applied at this stage

01/2020 - Present
04/2014 - 12/2019 (Limited - Relativity)
02/2007 - 12/2019 (Limited - EDR)
Processed Size (GB) - Expanded

Size of data received after expansion (opening ZIPs, extracting emails/attachments from PSTs). No Filtering, deduplication or searching applied at this stage

01/2020 - Present
10/2013 - 12/2019 (Limited - Relativity)
08/2007 - 12/2019 (Limited - EDR)
Processed Document Count Document count before deduplication is applied 01/2020 - Present
04/2014 - 12/2019 (Limited - Relativity)
02/2007 - 12/2019 (Limited - EDR)
Post-Deduplication/Cull Size (GB) Size of data processed after deduplication is applied (Full families maintained)/Size of data processed into Cull 01/2020 - Present
10/2013 - 12/2019 (Limited - Relativity)
08/2007 - 12/2019 (Limited - EDR)
Post-Deduplication/Cull Document Count Document count after deduplication is applied (Full families maintained)/Count of documents processed into Cull 01/2020 - Present
10/2013 - 12/2019 (Limited - Relativity)
08/2007 - 12/2019 (Limited - EDR)

 

Promotion

Metric Name Level(s) Description Availability1

Promoted Document Count

Dashboard
Project
Document count of documents promoted to review platform 01/2020 - Present (Nebula/Relativity)
08/2020 - Present (EDR)
Promoted Size (GB)

Size of data promoted to review platform (native file size)

01/2020 - Present (Nebula/Relativity)
08/2020 - Present (EDR)

 

Production

Metric Name Level(s) Description Availability1

Produced Document Count

Dashboard
Project
Document count produced 01/2020 - Present
08/2019 - 01/2020 (Limited - Nebula/Relativity)
02/2009 - 01/2020 (Limited - EDR)
Produced Size - Source File (GB)

Native file size of all files produced (production format does not impact this metric)

01/2020 - Present
08/2019 - 01/2020 (Limited - Nebula/Relativity)
02/2009 - 01/2020 (Limited - EDR)
Produced Page Count

Page count produced (Image format and slip-sheet pages are counted)

01/2020 - Present
08/2019 - 01/2020 (Limited - Nebula/Relativity)
02/2009 - 01/2020 (Limited - EDR)
Natively Produced Count

Count of documents produced natively

01/2020 - Present
08/2019 - 01/2020 (Limited - Nebula/Relativity)
02/2009 - 01/2020 (Limited - EDR)
Produced Size - Production Deliverable Size of the production output, including load files, natives, images, and text files 01/2020 - Present
08/2019 - 01/2020 (Limited - Nebula/Relativity)
02/2013 - 01/2020 (Limited - EDR)
Prod Redacted Document Count Produced redacted document count TBD

 

Hosting

Metric Name Level(s) Description Availability1

Billable Hosted Size (GB)

Dashboard
Project
Billable size of hosted data review platform2 01/2020 - Present
10/2019 - 01/2020 (Limited - Relativity)
01/2017 - 01/2020 (Limited - EDR)
Total Hosted Size (GB)

Total size of hosted data review platform(s)

01/2020 - Present
10/2019 - 01/2020 (Limited - Relativity)
01/2017 - 01/2020 (Limited - EDR)
Hosted Document Count

Count of documents hosted in the review platform2

01/2020 - Present
10/2019 - 01/2020 (Limited - Relativity)
01/2017 - 01/2020 (Limited - EDR)
Hosted Native Count

Count of documents with natives present in review platform2

04/2022 - Present (Nebula)
11/2021 - Present (Relativity)
11/2020 - Present (EDR)
Hosted Image Count

Count of pages present in review platform2

04/2022 - Present (Nebula)
11/2021 - Present (Relativity)
01/2017 - Present (EDR)
Hosted Production Image Count Count of production images hosted in Review platform TBD
Count of Users with Access Count of users with access to review platform 05/2021 - Present
08/2010 - 05/2021 (Limited - Relativity)
KLD Analytics Document Count Count of documents in KLD Analytics sets present in review platform 04/2022 - Present (Nebula/EDR)
07/2017 - Present (Relativity)

 

Professional Services

Metric Name Level(s) Description Availability1
Document Review Hours Dashboard
Project
Hours recorded by Managed Review team. Available as a sum with multiple review types selected or separately when only one review type is selected. 01/2020 - Present
05/2013 - 12/2019 (Limited)
Professional Services Hours Hours recorded by TechQ, Project Management and Operations teams.
Professional service hours are entered throughout the month and are not updated on a daily basis.
01/2020 - Present
08/2017 - 12/2019 (Limited - Nebula)
05/2013 - 12/2019 (Limited - Relativity/EDR)

 

Financial

Metric Name Level(s) Description Availability1

Invoiced Totals
  by Service Category

Dashboard
Project
Total amount invoiced3 grouped by service category and invoice post date.  01/2020 - Present
01/2017 - 12/2019 (Limited)
Invoiced Totals
  by Client
Dashboard

Total amount invoiced3 grouped by client and invoice post date.

Invoiced Totals
  by Insurance Provider
Dashboard

Total amount invoiced3 grouped by insurance provider and invoice post date.

Invoiced Totals
  by Law Firm
Dashboard

Total amount invoiced3 grouped by law firm and invoice post date.

Invoiced Totals
  by Source Account
Dashboard

Total amount invoiced3 grouped by source account and invoice post date.

Work in Progress
  by Service Category
Dashboard
Project

Current estimate3 for work in progress grouped by service category 

Current Month
Work in Progress
  by Client
Dashboard

Current estimate3 for work in progress grouped by client

Work in Progress
  by Insurance Provider
Dashboard

Current estimate3 for work in progress grouped by insurance provider 

Work in Progress
   by Law Firm
Dashboard

Current estimate3 for work in progress grouped by law firm

Work in Progress
   by Source Account
Dashboard

Current estimate3 for work in progress grouped by source account 

Outstanding Balance
  by Client
Dashboard

Outstanding balance grouped by source account.

01/2020 - Present
03/2017 - 12/2019 (Limited)
Outstanding Balance
  by Invoice Age
Dashboard
Project

Outstanding balance grouped by source account.

Outstanding Balance
  by Insurance Provider
Dashboard

Outstanding balance grouped by source account.

Outstanding Balance
  by Law Firm
Dashboard

Outstanding balance grouped by source account.

Outstanding Balance
  by Source Account
Dashboard

Outstanding balance grouped by source account.

Aggregate Invoicing
  by Service Category
Dashboard
Project

Amount invoiced3 to date grouped by service category and invoice post date.

01/2020 - Present
01/2017 - 12/2019 (Limited)
Aggregate Invoicing
  by Client
Dashboard

Amount invoiced3 to date grouped by client and invoice post date.

Aggregate Invoicing
   by Insurance Provider
Dashboard

Amount invoiced3 to date grouped by insurance provider and invoice post date.

Aggregate Invoicing
  by Law Firm
Dashboard

Amount invoiced3 to date grouped by law firm and invoice post date.

Aggregate Invoicing
  by Source Account
Dashboard

Amount invoiced3 to date grouped by source account and invoice post date.

Invoice Status Dashboard
Project
Status of payments received against amount invoiced grouped by invoice post date.
Payments are only represented when assigned to an SO.
01/2020 - Present
03/2017 - 12/2019 (Limited)
Payment History Dashboard
Project
Payments received to date grouped by payment post date. 01/2020 - Present 
Budget Consumption  Dashboard
Project
Amount of budget utilized and remaining after considering work in progress, outstanding balance and payments to date.
Budget must be provided to KLDiscovery to be available.
TBD

1 The period for which data is consistently available for all projects.  Limited availability indicates that data may be available and included in graphs, but that some data may not be available due to systems migrations, upgrades, and other events.

2 For Nebula projects, this metric includes all documents hosted in Nebula Cull.

3 Tax not included.